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Okta (OKTA) Institutional Ownership

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$208.52 -3.39 (-1.60%)
Closing price 04:00 PM Eastern
Extended Trading
$211.18 +2.66 (+1.27%)
As of 06:44 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Okta (NASDAQ:OKTA)

Current
Institutional Ownership
Percentage
86.64%
Number of
Institutional Buyers
(last 12 months)
457
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$3.07B
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OKTA Institutional Buying and Selling by Quarter

Okta Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026Assenagon Asset Management S.A.215,922$45.15M0.0%+15.7%0.124%
10/15/2026State of Alaska Department of Revenue15,738$3.29M0.0%-4.2%0.009%
10/15/2026Covenant Asset Management LLC1,000$209K0.0%N/A0.001%
10/15/2026Fort Washington Investment Advisors Inc. OH12,127$2.54M0.0%-10.2%0.007%
10/14/2026Western Financial Corp CA8,003$1.67M0.5%N/A0.005%
10/14/2026Essex LLC960$201K0.0%N/A0.001%
10/14/2026Triumph Capital Management5,364$1.12M0.2%-12.0%0.003%
10/14/2026Citrine Capital LLC12,014$2.51M0.8%-21.8%0.007%
10/14/2026My Personal CFO LLC57,583$12.04M4.4%-14.9%0.033%
10/13/2026Courier Capital LLC14,042$2.94M0.6%+50.6%0.008%
10/13/2026NorthCrest Asset Manangement LLC1,124$248K0.0%N/A0.001%
10/13/2026Perpetual Ltd6,692$1.40M0.0%+129.9%0.004%
10/9/2026GK Wealth Management LLC965$202K0.1%-79.4%0.001%
10/9/2026Wedmont Private Capital1,182$260K0.0%N/A0.001%
10/9/2026Stableford Capital II LLC8,816$1.84M0.6%-2.3%0.005%
10/9/2026Mn Services Vermogensbeheer B.V.50,845$10.63M0.1%+5.4%0.029%
10/9/2026GAMMA Investing LLC4,547$951K0.0%+15.5%0.003%
10/8/2026Farther Finance Advisors LLC3,344$699K0.0%+5.5%0.002%
10/8/2026CoreCap Advisors LLC2,416$505K0.0%+4,458.5%0.001%
10/8/2026Gradient Investments LLC24,634$5.15M0.1%+4.9%0.014%
10/8/2026Avidian Wealth Enterprises LLC1,235$258K0.0%N/A0.001%
10/8/2026Valeo Financial Advisors LLC2,531$529K0.0%+61.9%0.001%
10/7/2026Venture Visionary Partners LLC1,242$260K0.0%N/A0.001%
10/6/2026Congress Asset Management Co.107,653$22.51M0.1%-2.5%0.062%
10/6/2026Eleva Capital SAS8,843$1.85M1.5%N/A0.005%
10/6/2026Central Pacific Bank Trust Division3,695$773K0.1%+329.7%0.002%
10/5/2026Argent Capital Management LLC20,916$4.37M0.0%N/A0.012%
10/2/2026 Polaris Financial Partners169$36K0.0%N/A0.000%
10/2/2026 CX Institutional1,594$333K0.0%-39.5%0.001%
10/2/2026 Versant Capital Management Inc563$118K0.0%+11.9%0.000%
10/1/2026 Burkett Financial Services LLC123$26K0.0%N/A0.000%
9/23/2026QRG Capital Management Inc.7,515$1.03M0.0%N/A0.004%
9/22/2026Andra AP fonden7,040$961K0.0%N/A0.004%
9/9/2026Junto Capital Management LP333,350$45.49M0.8%N/A0.191%
9/9/2026Sequoia Financial Advisors LLC5,553$758K0.0%-2.3%0.003%
9/9/2026MCF Advisors LLC198$27K0.0%-93.5%0.000%
9/9/2026National Pension Service43,893$5.99M0.0%+23.2%0.025%
9/9/2026WINTON GROUP Ltd5,716$780K0.0%-92.5%0.003%
9/9/2026Engineers Gate Manager LP1,500$205K0.0%-99.3%0.001%
9/9/2026Integrated Wealth Concepts LLC2,376$324K0.0%-72.4%0.001%
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9/9/2026NewEdge Advisors LLC2,828$386K0.0%+521.5%0.002%
9/9/2026GFG Capital LLC33,971$4.64M1.1%+12.0%0.019%
9/9/2026Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD25,239$3.44M0.4%N/A0.014%
9/9/2026IFP Advisors Inc988$135K0.0%-17.8%0.001%
9/9/2026Baird Financial Group Inc.10,918$1.49M0.0%+3.4%0.006%
9/8/2026Allworth Financial LP3,005$410K0.0%+51.0%0.002%
9/8/2026Arizona State Retirement System48,512$6.62M0.0%+5.4%0.028%
9/8/2026West Family Investments Inc.1,586$216K0.1%N/A0.001%
9/8/2026Waverly Advisors LLC1,993$272K0.0%N/A0.001%
9/8/2026Nykredit A S50,914$6.95M0.0%N/A0.029%
8/27/2026Corient Private Wealth LP35,824$4.89M0.0%-76.6%0.021%
8/26/2026Schulz Wealth LTD.2,284$312K0.2%N/A0.001%
8/26/2026Brown Financial Advisors2,049$280K0.1%N/A0.001%
8/25/2026Groupe la Francaise3,382$461K0.0%N/A0.002%
8/23/2026Washington Trust Advisors Inc.197$27K0.0%+64.2%0.000%
8/23/2026Ameritas Advisory Services LLC3,656$499K0.0%+6.9%0.002%
8/23/2026Saudi Central Bank11,844$1.62M0.0%+89.4%0.007%
8/22/2026Compass Financial Management LLC2,548$349K0.0%N/A0.001%
8/22/2026Odyssean LLC13,437$1.83M0.3%-19.3%0.008%
8/22/2026Raiffeisen Bank International AG218$29K0.0%-97.8%0.000%
8/22/2026Syon Capital LLC2,909$397K0.0%-24.9%0.002%
8/21/2026High Net Worth Advisory Group LLC4,012$547K0.1%N/A0.002%
8/21/2026Alamar Capital Management LLC21,867$2.98M1.5%-38.7%0.013%
8/21/2026Nykredit A S55,702$7.60M0.0%N/A0.032%
8/21/2026Requisite Capital Management LLC1,713$234K0.0%N/A0.001%
8/21/2026Aubrey Capital Management Ltd17,500$2.39M1.5%N/A0.010%
8/21/2026Triumph Capital Management6,098$832K0.1%-49.1%0.004%
8/20/2026Ancora Advisors LLC2,682$366K0.0%+266.9%0.002%
8/20/2026Cullinan Associates Inc.20,800$2.84M0.2%-26.5%0.012%
8/20/2026Greenleaf Trust2,129$291K0.0%N/A0.001%
8/19/2026Wellington Management Group LLP1,457,153$198.83M0.0%-18.9%0.838%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt1,300$177K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio99,009$13.51M0.0%N/A0.057%
8/14/2026Ancora Advisors LLC2,682$366K0.0%N/A0.002%
8/12/2026C M Bidwell & Associates Ltd.2,491$340K0.1%N/A0.001%
8/7/2026Plato Investment Management Ltd6,663$904K0.1%N/A0.004%
8/6/2026S&CO Inc.19,699$2.69M0.2%N/A0.011%
7/10/2026Generali Investments Management Co LLC3,005$410K0.1%+13.1%0.002%
7/10/2026E. Ohman J or Asset Management AB146,156$19.94M0.5%+2,395.8%0.084%
7/10/2026Handelsbanken Fonder AB216,191$29.50M0.1%+351.3%0.124%
7/10/2026Fulton Bank N.A.2,672$365K0.0%N/A0.002%
7/9/2026Finivi Inc.2,963$404K0.2%-8.6%0.002%
7/9/2026Hennion & Walsh Asset Management Inc.9,241$1.26M0.0%+1.8%0.005%
7/9/2026Valeo Financial Advisors LLC1,563$213K0.0%N/A0.001%
7/9/2026Polianta Ltd13,700$1.87M0.2%N/A0.008%
7/8/2026Gradient Investments LLC23,481$3.20M0.0%+2.6%0.014%
7/8/2026FNY Investment Advisers LLC9,501$1.30M0.5%-7.5%0.005%
7/8/2026Elevation Wealth Partners LLC852$116K0.0%+45.4%0.000%
7/8/2026PensionDanmark Pensionsforsikringsaktieselskab20,492$2.80M0.0%+40.1%0.012%
7/8/2026Assenagon Asset Management S.A.186,635$25.47M0.0%+32.2%0.107%
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7/8/2026Evanson Financial LLC6,244$852K0.0%N/A0.004%
7/7/2026Inspirion Wealth Advisors LLC1,760$247K0.0%N/A0.001%
7/7/2026GK Wealth Management LLC4,686$639K0.3%N/A0.003%
7/7/2026GAMMA Investing LLC3,936$537K0.0%+41.9%0.002%
7/6/2026Stableford Capital II LLC9,025$1.23M0.4%N/A0.005%
7/2/2026MassMutual Private Wealth & Trust FSB296$40K0.0%+279.5%0.000%
7/2/2026 Versant Capital Management Inc503$69K0.0%-79.8%0.000%
7/2/2026 CX Institutional2,633$359K0.0%+5.1%0.002%
6/18/2026Pacer Advisors Inc.242,615$19.10M0.0%+19.1%0.140%
6/3/2026Parallel Advisors LLC5,611$442K0.0%+20.3%0.003%


OKTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 858 institutional investors and hedge funds held shares of Okta. The most heavily invested institutionals were Vanguard Group Inc. ($1.56B), Massachusetts Financial Services Co. MA ($367.48M), First Trust Advisors LP ($330.16M), Geode Capital Management LLC ($281.25M), Allspring Global Investments Holdings LLC ($281.21M), American Century Companies Inc. ($268.45M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($215.78M).Learn more on Okta's institutional investors.

86.64% of Okta's stock is owned by institutional investors. Learn more on OKTA's institutional investor holdings.

Of the 764 institutional investors that purchased Okta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.13M), Massachusetts Financial Services Co. MA ($4.51M), Allspring Global Investments Holdings LLC ($3.48M), Swedbank AB ($3.15M), Ninety One UK Ltd ($2.74M), Alyeska Investment Group L.P. ($2.73M), and Vanguard Group Inc. ($2.59M).

Institutional investors have bought a total of 24,348,861 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Of the 281 institutional investors that sold Okta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($6.22M), Bank of Montreal Can ($4.67M), HighTower Advisors LLC ($3.65M), First Trust Advisors LP ($2.03M), Vanguard Group Inc. ($1.75M), Alyeska Investment Group L.P. ($1.31M), and Franklin Resources Inc. ($1.10M).

Institutional investors have sold a total of 34,083,743 shares in the last 24 months. This volume of shares sold represents approximately $3.07B in transactions.


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Institutional ownership data for NASDAQ:OKTA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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